Do we accept cash from the client against a lifetime plan/security deposit?

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• How should an agent handle a client’s security-deposit payment—and what if the deposit is wrongly settled?

  ⚡Quick answer • Correct handling: Do NOT settle any amount received as a security deposit. Instead, raise a Zoho CRM ticket (Payment Tracking) so the Accounts Team can record and manage the deposit. Advise the client to pay by NEFT, RTGS, or IMPS; ...

• Can a client get their security deposit amount adjusted with their services?

  ⚡Quick answer - Yes, a client can get their security deposit amount adjusted against their consumed services. The following process must be followed: Written Confirmation — A formal written confirmation from the client is mandatory, authorising the ...

• Who is the authorised point of contact for security deposit agreement queries?

  ⚡Quick answer - All queries, disputes, or clarifications about security-deposit agreements fall outside the operational scope of the finance and support teams. Such matters carry legal and contractual implications and must be directed exclusively to ...

• How do I get a cash amount approved in QNTRL?

  ⚡Quick answer Raise a request in the “Cash Approval” application inside QNTRL, attach every mandatory document (Company Name, IVR Flow, Payment Details, Company ID Proof, Company PAN Card, and the Client’s Individual ID Proof). Once approved, the ...

• Can a client pay MyOperator through PayPal?

  ⚡Quick answer No. MyOperator does not accept payments via PayPal or any remittances from foreign bank accounts into our Indian bank account. When should I use this guide? Refer to this FAQ whenever a client asks to pay via PayPal—or any other ...